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Datapoints, mapping and usage

LivePreso datapoints

Where is it in Xplan?

API field names

Usage notes

Asset category

IPS/WealthSolver

Portfolio > Model > Asset Allocation > Category

or

WealthSolver > Proposal > Plan > Category

portfolio_positions:
asset_class_allocation:
category

The category of the asset types, used for the rolled up pie chart segments and the expandable table sections.
Example: Growth

Asset class

IPS/WealthSolver

Portfolio > Model > Asset Allocation > Asset Class

or

WealthSolver > Proposal > Plan > Title

portfolio_positions:
asset_class_allocation:
title

The name of the asset type.
Example: International Equity

Current value

IPS/WealthSolver > Current

Portfolio > Model > Asset Allocation > Current Value

or

WealthSolver > Proposal > Plan > Existing value

portfolio_positions:
asset_class_allocation:
value

The current value of the asset type.
Example: $24,409.75

Current weight

IPS/WealthSolver > Current

Portfolio > Model > Asset Allocation > Current Weight

or

WealthSolver > Proposal > Plan > Existing weight

portfolio_positions:
asset_class_allocation:
weight

The current percentage weighting of the asset type.
Example: 31.89%

Target value

IPS/WealthSolver > Target

Portfolio > Model > Asset Allocation > Profile Value

or

WealthSolver > Proposal > Plan > Risk profile value

portfolio_positions:
asset_class_allocation:
target_value

The target value of the asset type.
Example: $24,409.75

Target weight

IPS/WealthSolver > Target

Portfolio > Model > Asset Allocation > Profile Weight

or

WealthSolver > Proposal > Plan > Risk profile weight

portfolio_positions:
asset_class_allocation:
target_weight

The target percentage weighting of the asset type.
Example: 31.89%

Proposed value

IPS/

Portfolio > Model > Asset Allocation > Proposed Value

or

WealthSolver > Proposal > Plan > Proposed value

portfolio_positions_proposed:
asset_class_allocation:
target_value

The current value of the asset type.
Example: $24,409.75

Proposed weight

IPS/

Portfolio > Model > Asset Allocation > Proposed Weight

or

WealthSolver > Proposal > Plan > Proposed weight

portfolio_positions_proposed:
asset_class_allocation:
target_weight

The

currentpercentage

current percentage weighting of the asset type.
Example: 31.89%

Personalisation options

  1. Your practice admin can set your brand colour in HQ. In the screenshot examples above, the light blue used in the header, tabs and buttons is the brand colour.

  2. Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot example above, the pink, dark blue and grey-blue chart colours are the colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.

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